SSC

Syverson Strege & Co Portfolio holdings

AUM $417M
1-Year Est. Return 14.01%
This Quarter Est. Return
1 Year Est. Return
+14.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
2
+$12.1M
3
+$8.49M
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$5.1M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$4.84M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.98%
2 Industrials 1.53%
3 Consumer Staples 1.17%
4 Utilities 1.14%
5 Financials 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$70K 0.07%
+1,122
102
$67K 0.06%
+374
103
$65K 0.06%
+1,020
104
$64K 0.06%
+1,152
105
$57K 0.05%
+152
106
$56K 0.05%
+4,006
107
$56K 0.05%
+330
108
$54K 0.05%
+1,541
109
$53K 0.05%
+3,465
110
$52K 0.05%
+2,399
111
$50K 0.05%
+3,555
112
$50K 0.05%
+364
113
$49K 0.05%
+1,329
114
$48K 0.05%
+1,200
115
$47K 0.04%
+1,053
116
$46K 0.04%
+1,541
117
$45K 0.04%
+121
118
$44K 0.04%
+1,124
119
$43K 0.04%
+832
120
$42K 0.04%
+119
121
$42K 0.04%
+604
122
$42K 0.04%
+498
123
$39K 0.04%
+462
124
$39K 0.04%
+2,000
125
$38K 0.04%
+697
3 4
5
6 7